BH
CFP
BH
CFP

Brian Hansen

16 Years of Experience
Saint George, UT
May Earn Commission

Brian Hansen is a CFP-designated registered investment advisor at Hansen Wealth Management, based in Saint George, UT, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 12 clients with $97M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$96.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,750
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.10%
$200K - $500K1.00%
$500K - $1.0M0.95%
$1.0M - $2.0M0.90%
$2M+0.80%

The minimum annual fee is $1,750 and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Saint George, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hansen Wealth Management
November 2009 - Present · 16 yrs 6 mos
State Registrations2 states
MTTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Hansen - Financial Advisor | TrueAdvisor